I've connected a QBO company to PBI Service and Desktop. The Service has several pre-created measures and a report. I'm trying to replicate the DAX on Desktop to replicate the report and add new content. I prefer to work in Desktop.
Is there a way to see the formula bar (and so essentially see the expressions/formulas) for these pre-created measures in Service?
Also, to confirm: is it impossible to export a Service dataset/report to Desktop? I know you can go Desktop to Service by publishing, but is there really no way to go Service to Desktop?
We can create measures in Power BI service, so somebody must publish it from Power Bi desktop. And we can not see the formula measure used. But you can select the Dateset->Download .pbix file(please see the screenshot shown), you will get pbix file with detailed information, you will see the specifc formula.
Thanks for your response! I don't have the option to download a .pbix file. The report was not created in Desktop or by me - it is a pre-prepared one by Power BI. When you connect a QuickBooks Online company to the PBI service, the report/dashboard is automatically generated and has several pre-created measures. I want to access those measures in PBI Desktop.
I don't believe that article is relevant to what I'm asking.
I just want to be able to view the formulas used for the measures in the QBO content pack on PBI online. As I mentioned before, these are pre-created by Power BI, but I want to use them in Power BI Desktop. When I connect my QBO company to Desktop, the measures are not available.
I am also wanting to do this. Did you ever find a solution? It seems like the formulas for all of the calculations from the quickbooks content pack should be available somewhere so we can easily recreate in the desktop version.
How did you connect to the particular QBO file. For example when I get data while in Power BI Desktop, I am not given the option to select the QBO.
Thanks in advance.
There is no way to edit content packs. If you need the full Power BI Desktop functionality you might want to look at https://www.acterys.com/quickbooks. As opposed to direct access via an API that has a variety of problems (API call limitations, single entity access/ no consolidation, performance, limited refresh) Acterys creates (and automatically refreshes) a proper Azure SQL data model with all relationships and dimension tables as well as financial DAX calculations that is fully editable, supports Direct Query and write back for forecasting and planning requirements.
Contact me if you have further questions.
Planning with Power BI - > www.acterys.com
I did end up working out how to access Quickbooks uisng Power BI Desktop. I did not experience any of the problems you have listed below. It is my experience, you do not need to transfer the data to SQL data model. What you are suggesting is creating another unnecessary loop and cost. I am working directly from the Quickbooks connection in the Get data Quickbooks and I have consolidated many Quickbooks file. One of many Power BI desktop functions, is to create a data model in PBI dekstop from many different sources. In this case consolidate many Quickbooks company files. Small to medium size business do not need an SQL database. Large business do since they have millions of line of data in the data model. Small and medium size business normally do not have more than 10,000,0000 milllion lines of data per year. Using the direct query in Power BI desktop you can also unload previous years of data, which improves the speed. The previous data in already in the data model hence there is no need to refresh previous years since data that is 2 years old will not change. Once a sale order is sent and processed in the system, there is no need to go back two year later. I hope this helps.
Elizabeth Tachjian CPA